David is the chairman and Managing Partner of the firm, with over three decades of experience in the financial services industry. Previously, David rose to the position of Senior Vice-President at Merrill Lynch. He currently serves as the Chairman of the Wellspring Wealth Investment Policy Committee. He is a member of the Financial Services Institute, the PEAK Academy of Wealth Managers, the Wealth Advisors Institute, the Family Offices Group, the Global Wealth Management Group, the Trusts and Estates Network, the Private Equity Investment Group, as well as the Georgia Tech Business Network. He also served on the Advisory Board of eMoney Advisors for over five years.
David’s community involvement includes being a Circle member of the High Museum of Art of Atlanta, the Director’s Club of the Atlanta Botanical Gardens, the Leadership Council of the Georgia Tech Alumni Association, as well as the Alois Society of the Georgia Chapter of the Alzheimer’s Association. He is a member of both the Georgia State and United States Golf Associations. He received his Bachelor’s degree from Georgia Tech and his MBA from the University of New Orleans.
His personal passions include spending time with his wife Janice, and their dogs, as well as hiking, winged sport shooting, fine wines, outdoor concerts, and traveling. David is an avid golfer, playing in 15 to 20 tournaments annually. He and Janice have been members of the Reserve at Lake Keowee since 2007.
Getting To Know David
Favorite food: Mexican Fajitas
Favorite quote: “Sometimes a man’s success can be measured not by what he accomplishes but by what he has overcome.”
Best piece of financial advice: Don’t follow the herd
Favorite holiday: Thanksgiving
Favorite movie: The Sting
If David could meet anyone, past or present, it would be: Ronald Reagan
Something on David’s bucket list: To play the top 50 golf courses in the world – half way there!
Favorite authors: Tom Clancy and John Grisham
Most impactful book read: The Happiness Advantage by Shawn Achor
What motivates David: To lead life the way that John and Mary Glover raised him to
Favorite place: Monterey peninsula
Most proud of: To have the great relationships with the clients that he is blessed to work with